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Disclosery

YCG, LLC: VMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YCG, LLC on VMC, newest first. How the timeline and the estimate are built.

YCG, LLC held 68,848 VMC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,848 shares
    Change vs previous 13F +25,272 shares

    1.79% of the 13F portfolio, value $20,310,849.

    13F-HR 0001584801-26-000004 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,576 shares
    Change vs previous 13F -1,474 shares

    1.07% of the 13F portfolio, value $11,865,745.

    13F-HR 0001584801-26-000003 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,050 shares
    Change vs previous 13F +4,080 shares

    0.97% of the 13F portfolio, value $12,849,161.

    13F-HR 0001584801-26-000002 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,970 shares
    Change vs previous 13F +1,107 shares

    0.95% of the 13F portfolio, value $12,603,191.

    13F-HR 0001584801-25-000008 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,863 shares
    Change vs previous 13F -205 shares

    0.8% of the 13F portfolio, value $10,397,068.

    13F-HR 0001584801-25-000004 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,068 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,347,864.

    13F-HR 0001584801-25-000003 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).